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CFA Level I · CFA Level I Exam · Guidance for Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate

Marta Keller has been accepted by CFA Institute as a candidate and is enrolled to sit for the Level I exam in the next window. On her business card, which statement is most likely consistent with Standard VII(B)?

Marta should write that she is a candidate for the CFA designation. Candidacy may be referenced if it is stated clearly, but wording that implies a partial designation, such as a level label after her name, or that suggests she is a charterholder, misrepresents her status.

  1. A"Marta Keller, CFA Level I"
  2. B"Marta Keller, Candidate for the CFA Designation"Correct
  3. C"Marta Keller, CFA Candidate Charterholder"

Explanation

A candidate may reference candidacy only if the reference clearly states that she is a candidate for the CFA designation. Writing "CFA Level I" implies a partial designation, and "Charterholder" misstates her status.

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